Add Notes

Adding notes to a booking allows staff to record important details about each appointment. Notes can include specific client preferences, any adjustments discussed during the booking, or unique requirements for the session. This personalized information helps ensure a consistent experience, as staff can review past notes to tailor the service to each client’s expectations.

For example, a stylist might note that a client prefers a certain hair product or that a skincare client has specific sensitivities. These notes make it easy for any team member to deliver a personalized experience, even if they haven’t worked with the client before. This feature helps avoid miscommunication, keeps records organized, and enhances customer satisfaction by remembering the small details that make a big difference.

1. Select the booking

Select the booking to add the note to.

2. Click on "Add Note"

Click on "Add Note" in the Notes section.

3. Type in the note

4. Click on "Save"

Click on save to save the note in the booking. The note will not be visible on the calendar, only in the booking itself.

You can view the notes later in reports, this might be useful if you want to remember something later. the note is also added to the customer profile with the date and staff who added it.